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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1801
Advisors Capital Management
New Jersey
$329K -$69.3K -1,294 -18%
FNC
1802
First National Corp
Massachusetts
$328K – – –
XSC
1803
X-Square Capital
Puerto Rico
$328K +$109K +2,029 +51%
GC
1804
Gruss & Co
Florida
$327K – – –
CCM
1805
Carlson Capital Management
Minnesota
$324K – – –
RIS
1806
Retirement Income Solutions
Michigan
$324K +$318K +5,946 New
BIM
1807
Baldwin Investment Management
Pennsylvania
$321K – – –
IFAM
1808
Institutional & Family Asset Management
Colorado
$319K -$23.5K -439 -7%
HI
1809
Hendershot Investments
Virginia
$319K – – –
TI
1810
Tidal Investments
Wisconsin
$318K +$312K +5,834 New
PHAM
1811
Palisades Hudson Asset Management
Florida
$316K – – –
VSWA
1812
Vontobel Swiss Wealth Advisors
Switzerland
$316K – – –
GEA
1813
Glen Eagle Advisors
New Jersey
$316K +$18.4K +343 +6%
CG
1814
Cynosure Group
Utah
$313K -$109K -2,031 -26%
HHGA
1815
Halbert Hargrove Global Advisors
California
$313K +$6.96K +130 +2%
AAM
1816
Aureus Asset Management
Massachusetts
$312K – – –
FMTC
1817
Farmers & Merchants Trust Company
California
$312K – – –
SCA
1818
Sippican Capital Advisors
Massachusetts
$312K – – –
BCM
1819
BlueCrest Capital Management
Jersey
$312K +$307K +5,730 New
RP
1820
Riverbridge Partners
Minnesota
$311K – – –
REMPR
1821
Roof Eidam Maycock Peralta (REMP)
California
$310K – – –
PCP
1822
Proficio Capital Partners
Massachusetts
$309K -$77.8K -1,452 -20%
TSS
1823
Two Sigma Securities
New York
$308K -$1.32M -24,735 -81%
JLBC
1824
J.L. Bainbridge & Co
Florida
$307K +$11.6K +216 +4%
PCIA
1825
Prime Capital Investment Advisors
Kansas
$306K +$463K +8,642 +955%
71 72
73
74 75